Using the E2 setpoint conversion tool when retrofitting E2 with supervisory or E3 controllers:
Using UltraSite32
™
version 5.10 and above
Technical Bulletin
When retrofitting E2 with supervisory controllers, a backup/restore process should be performed on the E2 controller. The supervisory controller will run the same devices and applications as the E2, but instead of manually entering the information, the setpoints and configurations can be automatically converted from the E2 to the supervisory controller using UltraSite.
The conversion tool can be expected to convert 80% or more of your E2 backup file. The conversion process will take between 10 to 20 minutes depending on the complexity of the backup file. You must do a side-by-side comparison of the E2 backup file and the newly converted Supervisor file to verify there are no errors. It will be necessary to review all setpoints and alarms for consistency in addition to the error log report and restore comparison log
( see
) that is generated at the end of the conversion process to ensure your new system will run properly.
Licensed features and 3rd-party integrations will not convert if your new controller does not have the licenses or features installed.
Note that some complex schedules and Flex Combiners may not be converted.
If you feel there is something that should have been converted but did not, or if there is an error that shows a setpoint or parameter did not convert correctly, please contact Emerson Technical Support.
For any firmware version below 3.05F05, it is recommended to upgrade in the order listed below to at least 3.08F03, then do a backup (.003) to restore to the Site Supervisor or E3.
3.05F05
1 st upgrade
2 nd upgrade
3 rd upgrade
4 th upgrade
3.08F03
3.09F04
Current release
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Step 1: Set up Supervisor in UltraSite
1. Log into UltraSite as user/pass.
2. Add Supervisor as a Site (right-click Directory and click Add Site ).
3. The Add Site window displays:
Figure 1 - Click Add Site
Figure 2 - Site Configurations
4. Enter a Site Name .
5. Enter the Site Supervisor IP Address in the address field under Network Settings .
6. Select the Supervisor controller under Devices . Confirm Site Supervisor is highlighted under Devices , if it is not highlighted, select Site Supervisor .
7. Confirm EINSTEIN TCP/IP is auto-selected under Connection and confirm that Port and Web Port are correct
(these values should match your Site Supervisor).
8. Click OK .
9. Confirm the Site Name is listed under the Directory in the tree:
Figure 3 - Verify the Site Name is Located Under the Appropriate Directory
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10. Right-click the Supervisor and click Edit User Access List :
Figure 4 - Right-click the Supervisor to access the Edit User Access List
11. From the Edit User Access List window, click Add :
12. The Add User Info window opens:
Figure 5 - Click Add
Figure 6 - Add User Info
13. Select your UltraSite user name from the UltraSite Users drop-down list or leave it as Any User .
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14. Enter the user name and password for E2 (The OK button will not enable without also entering a user name/password for E2. Note that user/pass can be entered).
15. Enter the user name and password for the Supervisor you are restoring to.
16. Click OK :
Figure 7 - Click OK
17. The Edit User Access window displays - click Close .
Figure 8 - Click Close
18. Right-click the Supervisor site name and click Connect to connect to the Supervisor.
Note that the Site Synchronization window will briefly display while connecting to Supervisor.
19. The Supervisor Unit Name will be listed under the Site:
Figure 9 - Supervisor Unit Located Under the Site
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Step 2: Run UltraSite to Supervisor Restore Process
1. Right-click the Supervisor and select Restore (the Restore option is only enabled after connection and site synchronization to the Supervisor has occurred):
2. The following message will display:
Figure 10 - Right-click and Select Restore
Figure 11 - Restore Process
3. Click Yes .
4. A browser window will display.
5. Select the setpoint file you wish to restore and click Open .
6. A status bar of the restore process will display (wait time is dependent on the file size):
Figure 12 - Restore Process Status Bar
7. When completed, a Site Supervisor Restore Error List
(
)
will display and contain a Summary Error
List of any of the following:
• Unsupported or applications that cannot be converted.
• Invalid properties.
• Mismatched properties, points, parameters, and more.
• Applications that encountered issues during the restore.
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Figure 13 - Site Supervisor Restore Error List
8. Click Save Error List to save the Summary Error List in a .csv file.
9. Click Show Value Differences to show an html view of the Summary Error List.
10. Click Show Restore Comparison to open a .csv file of all the points sent by the E2 with a side-by-side comparison of the Supervisor values. This file can be saved or closed.
11. Click Close or the X at the top right to close the Site Supervisor Restore Error List window.
12. The following message will display:
Figure 14 - UltraSite32 Unit Reset Message
13. Click OK to start the Supervisor reboot process and confirm the Site Supervisor has rebooted successfully.
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Step 3: Restore Errors Listed on the Site Supervisor Restore Error List
1. In UltraSite, connect to the E2 with the setpoints that were restored to the Supervisor.
2. For each application/device listed in the Site Supervisor Restore Error List , right-click and select
Edit Application .
3. For each error, compare the properties and their values to the same application/device in the Supervisor tab point names and values (for Site Supervisor, always click Advance ).
4. Change or add the Supervisor’s value, setpoints, devices, applications, parameters to match the E2.
Document Part # 026-4050 Rev 2 Page 7 of 7
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